Which email products are supported?
- Exchange Online
- Office 365
Pro-Tip! If you are syncing a Microsoft email, your email must be hosted by Microsoft. It is possible to use an email not hosted by Microsoft in applications such as Microsoft Outlook, so double-check where your email is hosted if you encounter errors with a Microsoft email.
How it works
- Every correspondence you send from or receive to your Microsoft email account will appear on the Email tab of the Contact Record.
One way sync
- Emails you send from Keap won't sync back to your Microsoft email account but it is recorded in the Activity and Email tab of the contact record.
Identify synced emails
- Easily identify emails that were sent by you through your Microsoft email account or emails you received from your contact, by the time stamp. Also, green envelopes indicates an email sent from the Contact.
Attachments sent from Microsoft will be shown but not opened.
Contact's main email
- The contact record consists of one main email field and two additional email fields, which are located under "Additional info". Emails sent to and/or received from email address 2 and/or 3 will not be included in the email sync history. Only emails sent to the contact’s main email address, or received from that address, will sync in Keap.
- The email history starts from the moment you enable the sync. Any emails sent before the sync will not be shown in the email history.
How to set up
- Go to Settings located in the top right drop down
- Click integrations card
- Click 'Enable'
- Sign into your account
- Allow access